Category Archives: Topics

Abbott Q1 ’18 Earnings Update

Abbott hosted its Q1 ’18 earnings call and provided updates on its FreeStyle Libre CGM US launch. Below are diabetes related highlights.

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J&J Q1 ’18 Earnings Update

J&J hosted its Q1 ’18 earnings call and provided brief updates on its diabetes business including the declining Invokana sales and recent bid for its Lifescan BGM business.

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Livongo Acquires Digital Obesity Company

Livongo announced it has acquired Retrofit, a Chicago-based digital solutions company focusing on weight management and diabetes prevention. Livongo’s expansion into the obesity digital health market is the next logical step for the company as it seeks to provide a more holistic solution. Below, FENIX provides analysis of the Retrofit acquisition.

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BI/Lilly to Initiate New Jardiance CKD Study

Boehringer and Lilly announced a collaboration with the University of Oxford to conduct a trial (EMPA-KIDNEY) evaluating the effects of Jardiance on kidney disease progression in patients with established CKD (with and without diabetes).

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New Trulicity High-Dose Ph3 Study (AWARD-11)

A new Ph3 trial (AWARD-11) evaluating 3.0 and 4.5mg Trulicity has been observed on CT.gov. The trial is projected to complete in Q4 ’19. If no additional trials are required, launch could occur as early as Q1 ‘21 (assuming a full 10-month review).

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Common Sensing and Haselmeier Thoughts

Common Sensing announced close of $6.6M in Series A funding. Of note, Haselmeier joined this funding round as a new investor along with other venture capital firms which is curious since Haselmeier is an injection delivery device engineering company.

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Lexicon Hosts R&D Day

Lexicon hosted its R&D Day and provided an overview of clinical and regulatory activities for its diabetes portfolio including sotagliflozin and LX2761 (selective SGLT1i). Below, FENIX provides highlights of the R&D day as well as thoughts on the impact of sotagliflozin on the T1DM and T2DM markets.

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Livongo partners with Cambia Health Solutions and raises $105M

Livongo announced a new $105M round of funding and a new strategic partnership. The new funding round brings the total capital raised by Livongo to $243.2M. The new strategic collaboration with Cambia Health Solutions will focus on improving personalized health care for patients with chronic conditions and brings on a new investor named Echo Health Ventures.

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Mylan IR Day Highlights; Biosimilar Victoza and Toujeo in Development

Mylan hosted its Investor Day and provided updates on biosimilar Lantus and Novolog, as well as disclosing for the first time its intentions to develop biosimilar versions of Toujeo, Victoza, and Saxenda. Below, FENIX provides analysis and market implications for each of the biosimilar programs.

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